See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 6-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,268 | $81,460-72.7% | $103,333-78.5% | $80,856-72.5% |
| Participation rate | 40.0% | 66.8%-26.8pp | 74.5%-34.5pp | 67.6%-27.6pp |
| Annual return | 9.94% | 25.55%-15.6pp | 24.88%-14.9pp | 35.59%-25.7pp |
| Employer contribution / active EE | $1,773 | $3,105-42.9% | $3,868-54.2% | $2,755-35.6% |
| Participant deferral / active EE | $3,026 | $3,869-21.8% | $5,057-40.2% | $4,296-29.6% |
| Admin fee / account holder | $2,198 | $6,566-66.5% | $8,355-73.7% | $6,918-68.2% |